Available for the following plan: Employment Unlimited
Available for the following HR plan: Platinum
Available for the following user access levels: Admin
If a shift has specific employee or qualification requirements, a manager or admin user can add tags and certifications to shifts. This is in addition to work sites, breaks, and other shift details.
Getting started
Add a tag to a shift
- Log in to Employment Hero.
- On the left-hand side menu, click on Time.
- Under the Schedules subheading, click on Scheduling Management.
- Click on the Schedule Actions button.
- Add the Tag name and colour.
- Click the Add Tag button.
- Back on the Scheduling Management screen, click on the day you want to add a shift.
- Add the following details:
- From
- To
- Add break (optional)
- Work site (choose from the drop-down list)
- Certification
- Employee
- Tag (choose the tag you wish to add for this shift)
- Notes
- Click the Save button.
- You will see the tag added to the shift on the schedule.
Add a certification to a shift
- Log in to Employment Hero.
- On the left-hand side menu, click the People option.
- Under the Documents submenu, click on Manage Certification Settings button.
- Click the Add Certification button.
- Add the following details:
- Certification name
- Certification type
- Description (optional)
- Additional information (optional)
- Assign to.
- Click on the Next button.
- On the next page, select the following:
- Is this certification mandatory?
- How often does this certification need to be renewed?
- Require the personnel to provide supporting documentation?
- Is approval required?
- Restrict security groups from accessing this certification on assignee files?
- Add a question regarding previous driving offences?
- Add certification number?
- Click Save.
- Click the Create button.
- Next, navigate to the Time icon on the left-hand side menu.
- Under the Schedules subheading, click on Scheduling Management.
- Click the day on which you want to add a new shift.
- Add the following details:
- From
- To
- Add break (optional)
- Work site (choose from the drop-down list)
- Certification (choose from the drop-down list)
- Employee
- Tag
- Notes (optional).
- Click the Save button.
Explore related content
- How do I switch on shift bidding? A manager or admin can create open shifts for employees to bid on.
- How do I manage schedule unavailability? Scheduling Management lets you add, allocate, delete, publish, and unpublish a shift.